Posted on 3/14/18
AT&T/Time Warner Merger May Unleash Wave Of M&A Activity
There’s a ton at stake in the $85 billion AT&T/Time Warner mega-deal.Win or lose, the US government’s case against a possible merger between AT&T (NYSE:T) and . . .
Posted on 2/26/18
AT&T-Time Warner: We (Still) Think This Deal Gets Done
Several forces seem to be working against a potential merger between AT&T (T) and Time Warner (TWX), but a deal between the two media giants is . . .
Posted on 1/26/18
Athenahealth: A Critical Update On This Battleground Stock
The Hedgeye Healthcare team sees a challenging environment for the healthcare sector in 2018. A battle is shaping up, particularly among EHR (electronic health record) companies, . . .
Posted on 1/25/18
Athenahealth: A Critical Update On This Battleground Stock
The Hedgeye Healthcare team sees a challenging environment for the healthcare sector in 2018. A battle is shaping up, particularly among EHR (electronic health record) companies, . . .
Posted on 11/1/17
Broken: Why Under Armour Could Be A $5 Stock
How will one of the most aggressive brands in a generation ever show the world that it is a growth company again?Management cut SG&A and took . . .
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